Podcast

Supply Signal Radar

Semibuffer is the home of Supply Signal Radar — the weekly semiconductor supply chain intelligence brief for procurement, ops, and supply chain leaders. Supply Signal is the intelligence agent behind…

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Latest episodes

  1. The Shortage Moved to a Material You Don't Buy.4 Aug 2026
  2. You Can Lock a Year of Supply and Still Not Know the Price.27 Jul 2026
  3. The Money Showed Up. The Permission Didn’t.23 Jul 2026
  4. Your Semiconductor Shortage Got a Deadline. It’s Years Out.16 Jul 2026
  5. The Spike Became the Baseline. The Cost Reached the Whole Board.6 Jul 2026
  6. Your NAND Quote Is Not the Only Problem. The Channel Started Moving.28 Jun 2026
  7. Buyers Stopped Waiting for Memory to Get Cheaper. They Started Locking It In.15 Jun 2026
  8. The Semiconductor Market Hit $1.5 Trillion. Your Memory Quote Got Worse.9 Jun 2026
  9. Your Quote Still Says Foundry. The Bottleneck Moved Below the Die.2 Jun 2026
  10. The Capacity You Quoted Just Got Sold. The Buyer Was an AI Data Center.29 May 2026